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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,793 | $124,980-94.6% | $108,359-93.7% | $154,746-95.6% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 51.37% | 45.00%+6.4pp | 36.89%+14.5pp | 172.34%-121.0pp |
| Employer contribution / active EE | $537 | $2,851-81.2% | $2,399-77.6% | $4,379-87.7% |
| Participant deferral / active EE | $760 | $4,743-84.0% | $4,137-81.6% | $6,730-88.7% |
| Admin fee / account holder | $40 | $11,502-99.7% | $9,741-99.6% | $14,365-99.7% |